Financial Security Advisor 1,3 Financial planner Mutual Fund Representative 2 Group Insurance and Annuity Plans Advisor 3
iA Financial Group - Québec office
With the experience I've acquired since entering the financial services industry in 1999, I work as a financial planner. When I took over for my father, I decided to join forces with Quebec-based iA Financial Group. My team's mission is to guide and inspire clients in bringing their life goals to fruition by putting in place innovative strategies and solutions.
Our clients enjoy an evolving business model based on leading expertise and a network of advisors who share the same values. Our clients can count on a dedicated, attentive and proactive team. We are committed to acting with integrity, passion and efficiency. We make sure to five our clients the information they need to make informed decisions. The value of our advice lies in our understanding and the clarity of our communications.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon is Chief Strategist and Senior Economist at iA Financial Group. He also serves as Vice-President, Asset Allocation, and Portfolio Manager for our subsidiary, iA Investment Management Inc. (iAIM).
Canada: A <em>per capita</em> recession
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm. 2 Marcoux Groupe Financier
Property and casualty insurance products are offered and distributed by iA Auto and Home Insurance.